Megatrends 360 - Understanding the Purposeful Firm
Measurement and analytics of ESG criteria are still in an early stage and require a custom approach.
Long-term views on the investment implications of global megatrends.
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Measurement and analytics of ESG criteria are still in an early stage and require a custom approach.
As markets are becoming more concentrated and driven by network effects, investors need to have a framework to identify rising superstar firms.
Firms driven by intangible assets stay private longer and create opportunities across investor portfolios.
References to specific securities and their issuers are for illustrative purposes only and are not intended and should not be interpreted as recommendations to purchase or sell such securities. The securities referenced may or may not be held in the portfolio at the time of publication and, if such securities are held, no representation is being made that such securities will continue to be held.